| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 100 | $62 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $185 | 0.00% | +1 | New |
| NVWM, LLC | 1 | $185 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $186 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 1 | $186 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $186 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $186 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 2 | $370 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $370 | 0.00% | +2 | New |
| Compass Financial Management LLC | 2 | $370 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $371 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $555 | 0.00% | −1−25.0% | Reduced |
| Davis Capital Management | 3 | $555 | 0.00% | +2+200.0% | Added |
| Morton Brown Family Wealth, LLC | 3 | $555 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 3 | $555 | 0.00% | +3 | New |
| Aventura Private Wealth, LLC | 3 | $555 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $562 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $741 | 0.00% | −25−86.2% | Reduced |
| Seneschal Advisors, LLC | 4 | $741 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4 | $741 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $741 | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 4 | $741 | 0.00% | +4 | New |
| Silver Grove Financial Group, Inc. | 4 | $741 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 5 | $926 | 0.00% | +1+25.0% | Added |
| Valley National Advisers Inc | 5 | $926 | 0.00% | +5 | New |
| Planning Strategies Inc. | 5 | $926 | 0.00% | +5 | New |
| Coston, McIsaac & Partners | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Navigoe, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $1.11K | 0.00% | +1+20.0% | Added |
| Global Trust Asset Management, LLC | 6 | $1.11K | 0.00% | +6 | New |
| NBT Bank N A | 7 | $1.30K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 9 | $1.62K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 9 | $1.67K | 0.00% | +9 | New |
| PFS Partners, LLC | 9 | $1.67K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 9 | $1.68K | 0.00% | −5−35.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.85K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 12 | $2.22K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 12 | $2.22K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 13 | $2.41K | 0.00% | −41−75.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 13 | $2.41K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 13 | $2.41K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $2.41K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $2.70K | 0.00% | +1+7.7% | Added |
| High Note Wealth, LLC | 15 | $2.78K | 0.00% | +8+114.3% | Added |
| Bell Investment Advisors, Inc | 16 | $2.96K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 17 | $3.15K | 0.00% | +8+88.9% | Added |
| Newbridge Financial Services Group, Inc. | 20 | $3.70K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 22 | $4.09K | 0.00% | +22 | New |
| Federated Hermes, Inc. | 23 | $4.26K | 0.00% | −631−96.5% | Reduced |
| Albion Financial Group | 23 | $4.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $4.63K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $4.63K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 26 | $4.81K | 0.00% | +13+100.0% | Added |
| Webster Bank, N. A. | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 28 | $5.18K | 0.00% | +28 | New |
| Bay Harbor Wealth Management, LLC | 29 | $5.37K | 0.00% | +8+38.1% | Added |
| Cornerstone Financial Management LLC | 30 | $5.55K | 0.00% | +14+87.5% | Added |
| Creative Capital Management Investments LLC | 30 | $5.55K | 0.00% | +30 | New |
| DT Investment Partners, LLC | 30 | $5.55K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 32 | $5.92K | 0.00% | +32 | New |
| MV Capital Management, Inc. | 32 | $5.92K | 0.00% | −2−5.9% | Reduced |
| Valued Wealth Advisors LLC | 33 | $6.23K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 35 | $6.48K | 0.00% | +18+105.9% | Added |
| Key Financial Inc | 36 | $6.67K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 36 | $6.67K | 0.00% | +10+38.5% | Added |
| Avion Wealth | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 39 | $7.22K | 0.00% | −42−51.9% | Reduced |
| Torren Management, LLC | 39 | $7.28K | 0.00% | +12+44.4% | Added |
| Cornerstone Planning Group LLC | 41 | $7.37K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $7.41K | 0.00% | +11+37.9% | Added |
| Highline Wealth Partners LLC | 40 | $7.43K | 0.00% | +2+5.3% | Added |
| Fulcrum Asset Management LLP | 42 | $7.82K | 0.00% | +42 | New |
| DHJJ Financial Advisors, Ltd. | 43 | $7.96K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 46 | $8.52K | 0.00% | +46 | New |
| Aspect Partners, LLC | 47 | $8.70K | 0.00% | +36+327.3% | Added |
| Ogorek Anthony Joseph | 54 | $9.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 49 | $9.07K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 50 | $9.26K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 52 | $9.63K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 54 | $10.0K | 0.00% | +54 | New |
| Kings Path Partners LLC | 56 | $10.4K | 0.00% | +56 | New |
| Salomon & Ludwin, LLC | 56 | $10.5K | 0.00% | −78−58.2% | Reduced |
| Delta Asset Management LLC | 57 | $10.6K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 59 | $10.9K | 0.00% | +6+11.3% | Added |
| UMA Financial Services, Inc. | 60 | $11.1K | 0.00% | +40+200.0% | Added |
| Joseph Group Capital Management | 61 | $11.3K | 0.00% | +2+3.4% | Added |
| IFG Advisory, LLC | 63 | $11.8K | 0.00% | +63 | New |
| Kemnay Advisory Services Inc. | 65 | $12.0K | 0.00% | +3+4.8% | Added |
| ZRC Wealth Management, LLC | 65 | $12.0K | 0.00% | +59+983.3% | Added |
| Grove Bank & Trust | 66 | $12.2K | 0.00% | −57−46.3% | Reduced |
| LRI Investments, LLC | 68 | $12.6K | 0.00% | +9+15.3% | Added |
| HM Payson & Co | 75 | $13.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 79 | $15.0K | 0.00% | −3−3.7% | Reduced |
| Bruce G. Allen Investments, LLC | 82 | $15.2K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 82 | $15.3K | 0.00% | −3−3.5% | Reduced |